Perigon Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History

Perigon Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$40.55 - $41.58 $167,958 - $172,224	-4,142 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$39.32 - $41.26 $134,592 - $141,232	-3,423 Reduced 45.25%	4,142 $171,000
Q3 2020 Nov 03, 2020	SELL	$38.18 - $40.04 $13,286 - $13,933	-348 Reduced 4.4%	7,565 $299,000
Q2 2020 Jul 29, 2020	BUY	$34.17 - $39.35 $270,387 - $311,376	7,913 New	7,913 $302,000

502

299M

200

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Perigon Wealth Management, LLC with notifications on news.